Back to Back Issues Page
Phone Calling for Appointments. Tips and Techniques
March 26, 2013

Phone Calling and Appointment Setting Ideas

Ted here from

In my last newsletter, I indicated that we are starting a 5 part series on how to use the telephone to set appointments and minimize the number of broken selling appointments. I have included the previous three articles in case you missed them, as well as the most current one - setting up your workstation - 104

Here is the first article.

Here is the second article on Phone calling for appointments - 102

Here is the third article on settting appointments using the phone -103.

Here is the fourth article called "organizing your calling station" for setting phone appointments - 104

If learned and practiced, these ideas can become some of your more valuable tools to help you generate sales.

The key to success is to learn and develop positive traits used by other successful agents. They are called systems. A system is something you do over and over again, and refine it. Every area of your marketing and selling cycle must have independent systems. (phone calling, referred leads, interview, closing, service, etc.)


PayPal has now made available to our site the opportunity to use their bill me later plan.

This means if any of our readers want to purchase our agency building manual or enroll in any of our one on one personal coaching programs they can now do so and set up a payment plan up to 6 months with no interest. Click on the PayPal logo for details

Only available in U.S. and Canada

Remember, you can now follow us on Facebook, and stay up to date on all our newest selling and recruiting articles. Help us grow, so we can help you grow, just click the Facebook icon and if you like what you see, send it to your friends in the insurance business. they will Thank You.

Please pass our site link on to others you know in the insurance business, they will greatly appreciate it.

If we helped you in any way or feel our site can benefit other insurance agents, take a second and write us a short Testimonial. See what others say about our free insurance site.

Thanks for being part of our team. Have a great day.

Life is good.

Ted Wolk

Back to Back Issues Page